KT

Kanaly Trust Portfolio holdings

AUM $471M
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.49M
3
+$829K
4
ED icon
Consolidated Edison
ED
+$686K
5
META icon
Meta Platforms (Facebook)
META
+$657K

Top Sells

1
+$1.3M
2
+$900K
3
+$786K
4
BA icon
Boeing
BA
+$702K
5
CVX icon
Chevron
CVX
+$632K

Sector Composition

1 Energy 32.13%
2 Consumer Staples 5.15%
3 Healthcare 3.13%
4 Financials 2.78%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
+18
852
$1K ﹤0.01%
+14
853
$1K ﹤0.01%
+37
854
$1K ﹤0.01%
28
-27
855
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20
856
$1K ﹤0.01%
4
857
$1K ﹤0.01%
43
+16
858
$1K ﹤0.01%
273
-19
859
$1K ﹤0.01%
100
860
$1K ﹤0.01%
+100
861
$1K ﹤0.01%
6
862
$1K ﹤0.01%
5
-8
863
$1K ﹤0.01%
33
864
$1K ﹤0.01%
31
865
$1K ﹤0.01%
52
-456
866
$1K ﹤0.01%
43
867
$1K ﹤0.01%
80
-28
868
$1K ﹤0.01%
17
869
$1K ﹤0.01%
8
-10
870
$1K ﹤0.01%
54
-9
871
– –
-641
872
$0 ﹤0.01%
+6
873
– –
-11
874
– –
-112
875
– –
-870
33 34
35
36 37